Update Patient Receipt Information
Learn how to update information on your patient receipts such as an incorrect address or phone number, or add your…
Virtual Terminal Payments
Troubleshooting: Patient Receipt is Not Printing
See how to troubleshoot instances where a receipt cannot be printed after a patient has used their card to pay…
Troubleshooting: Bridge Payments Agent Not Installed or Running (Gray Dot)
See how to troubleshoot instances where the Bridge Payments Agent (Windows service) is not running or not installed. This issue…
About Declined Payment Responses
Learn the declination reasons that you might receive when a payment is declined.
About Terminal Connector Indicators
Learn how the terminal connects to the browser session, the difference between connection indicator dot colors, and how to check…
Take Card Payments Using the Payments Screen (Virtual Terminal)
Learn how to take card-not-present payments using the Payment screen (Virtual Terminal). This method can be used when a patient…
Printing and Emailing Receipts
You can re-print and re-send receipts through email at any time outside of transactions from Transaction Search.
Taking Payments Using the Payments Screen (Virtual Terminal)
You can take card-not-present payments using the Payments screen, also called the virtual terminal.
Put a Card on File while Taking a Payment on the Payments Screen (Virtual Terminal)
To place a card on file in Vault while taking a payment using the Payments screen, complete the Vault Information…